Stocks

Why I Don’t Invest In Individual Stocks Anymore – Here’s a Better Way to Invest

Why I Don’t Invest In Individual Stocks Anymore – Here’s a Better Way to Invest

By in Asset Allocation, Bond, Investing, Mutual Funds, Stocks | 16 comments

I Don’t Invest in Individual Stocks Because I’m Smart and a Lazy Investor According to Warren Buffett, Chairman, Berkshire Hathaway:   “Most institutional and individual investors will find the best way to own common stock is through an index fund that charges minimal fees. Those following this path are sure to beat the net results [after fees and expenses] delivered by the great majority of investment professionals.” 1996- Shareholder Letter (sourced from IFA.com/quotes/) Over the past several years, I’ve gradually moved my family portfolio and my corporate portfolio away from individual stocks and into index mutual and exchange traded funds...

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8 Steps to Creating a Diversified Asset Classes Investment Portfolio

8 Steps to Creating a Diversified Asset Classes Investment Portfolio

By in Asset Allocation, Automatic Saving, Bond, Investing, Mutual Funds, Stocks, Video | 8 comments

Step 2: What are the Steps to Creating a Diversified Asset Classes Portfolio? In Part 1: “How to Build an Investment Asset Management Strategy”  you learned the best, research-supported, investing method and why to invest with index funds. Today you will learn the steps to take to create a diversified asset classes portfolio. Future investment articles continue with the how of implementing asset classes investing with index funds.  The great part about structuring a diversified index fund DIY portfoio is that once it’s complete, it requires minimal attention. Annual rebalancing and updating prices, dividends and capital gains and you’re...

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How I Learned About the Stock Market – Lessons for Investors

How I Learned About the Stock Market – Lessons for Investors

By in Asset Allocation, Bond, Stocks, Wealth | 9 comments

How I Became an Avid Stock Market Investor At age 25, finally tasting adulthood, I wanted to get rich, or at least richer than I was. I loved the idea of becoming an adult, having my own apartment, job, money, and best of all, control. As I  began to accumulate a nest egg, from saving and a modest lifestyle (I loved that one room studio apartment!).  I wanted to learn to invest. I had some trepidation about the stock market. In a college stock market course, I learned about the stock market crash of 1929 and it scared me....

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What are Index Funds and Asset Classes Investing?

What are Index Funds and Asset Classes Investing?

By in Asset Allocation, Bond, Investing, Mutual Funds, Stocks | 4 comments

List of Index Funds + Basic Investing Guide Part 4 of Best Investing Method Series This investing series: Best Investing Method using asset classes is based upon the work of Nobel Prize winner Eugene Fama. Fama tested and popularized investing strategies based upon the efficient market hypothesis. In Part 1: What is the Best Investing Method?, you learned the important research behind simple investing with a diversified asset classes portfolio. Part 2: Outlined the 8 Steps to Creating a Diversified Asset Classes Portfolio. In Part 3: In Diversification Strategy; How to Figure out my Risk Tolerance you determined your risk...

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Are Stock Markets Efficient or Not?

Are Stock Markets Efficient or Not?

By in Advanced Investing, Asset Allocation, Investing, Reader Question, Stocks | 13 comments

Is the Stock Market Efficient or Not? Investing Question Answered Moneycone.com asked, “Are markets efficient or not?” After spending a few minutes thinking about how I would tackle this widely researched topic, I decided to do what any researcher would do, I went to google and typed in, “Are markets efficient or not?” 300 million responses later I am no less daunted. This question is one of the most widely debated investing questions. What is the Efficient Market Hypothesis? The efficient market hypothesis was created by Noble prize winner, Eugene Fama. According to Morningstar.com the efficient market hypothesis is:...

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Best Socially Conscious Investment Advisors

Best Socially Conscious Investment Advisors

By in Investing, Mutual Funds, Stocks | 0 comments

2017 Winners of The Best Socially Conscious Investment Funds Impact investing, socially responsible investing and socially conscious funds are all the rage. Millennial investors want to do good while they grow their investments for the future. The best socially conscious investment advisors are making it easy to do good with your investment dollars. It’s easy to earn good investment returns and do good with your money. In fact, a University of Oxford study showed that 80% of 200 studies showed positive stock price performance with good sustainability practices.  “80% of the 200 studies reviewed showed that stock price performance...

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